Support Center

Create an invoice

Last Updated: Nov 15, 2017 05:17PM CET

Synchroteam allows you to create invoices.

An invoice may be created for a Customer, for a Site or for a specific Job. In the case of an invoice related to a Job, the displayed address will be that of the Customer or that of the Customer's Site if you have indicated a Site.

Creating on a customer or on a site

Click on “Invoicing”

Click on the “Add” button

Select the client (1) and the site (2) if necessary and click on "Save"

Answer "Yes" to the pop-up

A pop-up tells you that the invoice is created and gives you its number. Then click on "Ok"

You can now enter the necessary information for your invoice:

Date of payment (1)

The statement of the Invoice (2)

The parts or services used (3)

Quantities (4)

Discount in % if applicable (5)

The Tax rate (6)

Do not forget to click on the "Create" button (7) each time you add a line.

Once your invoice is complete, you must click "Save" (8) to save it.

Create an Invoice for a Job

Select a Job then go into the details of this Job and click on the "Invoice" tab.

A pop-up asks you to confirm the addition of an invoice, click "Yes".

You can now enter the necessary information for your invoice:

Date of payment (1)

The statement of the Invoice (2)

The parts or services used (3)

Quantities (4)

Discount in % if applicable (5)

The Tax rate (6)

Do not forget to click on the "Create" button (7) each time you add a line.

If your technician has used parts during his intervention, you can import them into the invoice by clicking on "Import from parts & services" (8)

View and Print an invoice

Once your invoice is created by one of the two previous methods, you can generate it, print it and send it as a PDF to your customer by email.